Lynn Haley Email & Phone Number

Cranston, Rhode Island, United States

• Assist the Branch Manager with daily operations of the branch by ensuring compliance with bank policies and procedures;
• Collaborates with the Branch Manager on all sales and service objectives;
• Analyze and determines the financial needs of each client, matches need to appropriate product or service; and grows profitable client relationships;
• Provide performance evaluations for all team members as well as any disciplinary actions needed;
• Conducts loan applications and closes all Home Equity Products;
• Attend monthly Networking events to promote brand awareness.

• Developed and expanded relationships with customers to by providing excellent customer service,
• Performed weekly outbound calls to existing personal and business customers engaging opportunity to provide service mutually beneficial;
• Fostered strong customer relationships by recommending services to help with operational efficiency and cash flow;
• Received Life Producer's License while assisting with educating customers on strategies for money working more efficiently as well as allowing me the knowledge to refer them to the most prudent products;
• Held morning jump start meetings with the team to set expectations;
• Met sales goals, cross sold products and provided exceptional customer service.

Warwick, Rhode Island, United States

• Developed and expanded relationships with customers to by providing excellent customer service;
• Performed weekly outbound calls to existing personal and business customers engaging opportunity to provide service mutually beneficial;
• Fostered strong customer relationships by recommending services to help with operational efficiency and cash flow;
• Received Life Producer's License while assisting with educating customers on strategies for money working more efficiently as well as allowing me the knowledge to refer them to the most prudent products;
• Held morning jump start meetings with the team to set expectations;
• Met sales goals, cross sold products and provided exceptional customer service.

Warwick, Rhode Island, United States

• Managed the processes and initiatives for Phone Bank Outbound Sales and Service teams of 15 sales agents;
• Observed daily performance through on call monitoring, conducted reviews and coached staff to meet or exceed expectations.